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Recent Blog Posts

Is the stock market sliding?
Don’t Flunk at Retirement
Cyber Security Updates
My Class Reunion: What I Learned About Enjoying Life
Social Media and The Search for The ‘Perfect Wedding’

Peggy’s Pearls

Is the stock market sliding?
Wedding Gift Etiquette
Do’s & Don’ts of College Planning: Roth IRA for College
Do’s and Don’ts of College Planning – U.S. Savings Bonds for College
Do’s and Don’ts of College Planning – 529 Plans
Educational Savings Accounts
Do’s and Don’ts of College Planning
The Tax Man Cometh! Take Steps to Reduce Your Tax Bill
Gift of Love – An Estate Plan
Gift of Love – An Ethical Will

“Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA http://www.finra.org SIPC http://www.sipc.com and an SEC http://www.sec.gov Registered Investment Advisor.
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